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Build Business Value.  

Control Your Exit.  

Leave Your Desired Legacy. 


Advice And Planning To Help Business Owners Accelerate Transferable Business Value And Plan To Exit On Their Own Terms And Conditions.


Mission and Team


We Exist To Help Business Owners Build Transferable Value And Exit On Their Own Terms And Conditions. 

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Pat Ennis

Certified Exit Planner™ and Chartered Advisor of Philanthropy™ with extensive management experience distinctly equipped to advise owners and founders on building value, transition/exit, and legacy.


Corby Megorden

Masters in Engineering Administration and Certified Cost Estimator/Analyst. Decades of executive experience helping organizations identify and navigate the challenges of growth, risk, and change.


Running The Business Well Today Is Central To A Successful Exit Plan.

Accelerating the value of your business is the best thing you can do to enjoy today and be prepared for tomorrow.  Our planning solutions help you remain focused on today while planning for your future exit.


FREE eBook

Sometimes it seems like there are an endless number of Exit Routes, but in reality there are only eight. 

1. Sell business to one or more employees. 
2. Sell business to one or more co-owners. 
3. Transfer the business to family member(s). 
4. Employee Stock Ownership Plan (ESOP). 
5. Sell to a third-party. 
6. Retain ownership but become passive owner. 
7. Engage in an IPO. 
8. Liquidate.

This FREE 20-page eBook describes the advantages and disadvantages of each exit route and includes assessment worksheets.

Subscribe to our Blog below and download your free copy.

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Meaningful Planning Requires Accurate Data.


Stay In Control With A Strategic Plan For Exit.

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Building Transferable Value Is A Key Ingredient For A Successful Exit.

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Information, Tools, & Resources for Building Value and Planning a Successful Exit

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Topics Pertaining To Building Value and Planning Your Successful Exit.

Blog Posts

The earlier you start preparing for an exit, the more likely it is that you’ll have a happy one.
— Bo Burlingham, Finish Big

Take an Easy but Impactful First Step